See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,815 | $157,256-74.7% | $141,162-71.8% | $152,861-74.0% |
| Participation rate | 8.3% | 84.8%-76.5pp | 82.5%-74.1pp | 82.4%-74.1pp |
| Annual return | 26.27% | 64.32%-38.1pp | 71.39%-45.1pp | 345.32%-319.1pp |
| Employer contribution / active EE | $19 | $5,261-99.6% | $4,735-99.6% | $4,762-99.6% |
| Participant deferral / active EE | $39 | $7,109-99.5% | $6,709-99.4% | $5,850-99.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |